Insights from Fidelity's portfolio managers

India’s bullish statistics are too big to ignore

India’s economy appears to be positioned for success based on several critical indicators that could lead to compelling returns for certain companies, says Fidelity’s Bill Kennedy.

India’s bullish statistics are too big to ignore

India’s economy appears to be positioned for success based on several critical indicators that could lead to compelling returns for certain companies, says Fidelity’s Bill Kennedy.

Investing in firms developing life-changing medicine

Fidelity’s Paul McElroy believes potential life-extending medical advancements within the health care sector may come to fruition this year, posing compelling investment opportunities.

Focusing on leveraged companies with durable growth potential

Mark Notkin’s cautious near-term economic outlook has led him to favor companies and industries that he believes can grow at a faster rate than the U.S. economy.

When investing in banks, I’m thinking big

The early-2023 turmoil that beset U.S. regional banks has created opportunity for some of the industry’s largest firms, according to Fidelity’s Matt Fruhan.

So many flavors of AI to choose from

Fidelity’s Michael Kim breaks down the various investment opportunities being driven by the emergence and growth of artificial intelligence.

Investing in chip stocks behind the wheel of EV growth

Fidelity’s Julia Pei believes certain companies that produce semiconductors for electric vehicles are likely to ride along with growing demand for these environmentally friendly autos.

Sifting through underearning consumer staples stocks

Amid elevated inflation, Fidelity’s Marc Grow is seeing attractive investment opportunities in the defensive consumer staples sector.

Eyeing better value in stock markets abroad

Given several factors casting somewhat of a bearish shadow on the U.S. economy, Fidelity’s Avishek Hazrachoudhury is seeing opportunity in overseas equity markets.

Conviction in consumer discretionary stocks

Consumer discretionary stocks have outpaced the broad market so far in 2023, but Fidelity’s Jordan Michaels is still finding attractively priced stocks with strong growth potential in the sector.

Treading cautiously among overseas financials

Recent turbulence among U.S. and international banks has yielded clear opportunities in the financials sector, but the risks should be measured carefully, says Fidelity’s Alex Zavratsky.

Growth opportunities in the industrials sector

Market dynamics are providing compelling reasons to invest in the manufacturers of airplanes, defense equipment, and machinery, says Fidelity’s Dan Kelley.

PC memory getting flashier

Fidelity’s Elliot Mattingly is monitoring a potential market-share shift in the PC memory business.

Knock-on effects of U.S. legislation in Europe

Not to be outdone by the U.S., the European Union will follow suit as it looks to incentivize companies to enact climate-change goals, says Fidelity’s Niamh Brodie-Machura.

U.S. reshoring trends represent a big growth wave

U.S. reshoring trends present compelling investment opportunities for companies focused on sustainability, says Fidelity’s Nicole Connolly.

Looking on the bright side of expenses: reductions!

As labor costs begin to subside, Fidelity’s Steve Buller is seeing opportunities in assisted-living and hotel real estate stocks that aren’t yet reflecting this impact in their valuations.

Uncovering leaders in artificial intelligence

Companies’ expensive pursuit of AI dominance likely will yield multiple leaders worthy of investment, says Fidelity’s Ali Khan.

Seeing all pieces of the puzzle is crucial in high-yield bonds

Although credit spreads on high-yield bonds have tightened, higher yields could provide investors a cushion of safety in a potential economic downturn, says Fidelity’s Adam Kramer.

Finding value in high-yield bonds and preferred stocks

While aggressive monetary tightening by the U.S. Federal Reserve has resulted in what Fidelity’s Eric Mollenhauer considers an attractive setup for the fund’s core asset class of bank loans, it has also created opportunities in other types of securities.

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